Financial topics
Re: Financial topics
It feels like living through a high speed rerun of the 1920's scandals, such as the oil lease bribes during the Harding administration. It's interesting the states are leading the way towards putting the perpetrators in jail now, instead of the federal govt. As we've said here before, much of the federal apparatus has been seized by the people it's supposed to be regulating.
Just for amusement, the new platform from the convention. These are traditional documents that are meaningless in real terms.
http://whitehouse12.com/republican-party-platform/
Just for amusement, the new platform from the convention. These are traditional documents that are meaningless in real terms.
http://whitehouse12.com/republican-party-platform/
Re: Financial topics
With the US states apparently leading the way in financial-crime prosecutions, perhaps the best place to be in the United States, if you are an entrepreneurial, aggressive bankster, is the District of Columbia: you can lunch with important politicos who have influence over financial and judicial laws and actions, and also not have to worry about a state government which can nail you — at least not one that can't be overridden in a heartbeat by the Feds when it comes to protecting your ass. —Best regards, MarcOLD1953 wrote:It feels like living through a high speed rerun of the 1920's scandals, such as the oil lease bribes during the Harding administration. It's interesting the states are leading the way towards putting the perpetrators in jail now, instead of the federal govt. As we've said here before, much of the federal apparatus has been seized by the people it's supposed to be regulating.
Just for amusement, the new platform from the convention. These are traditional documents that are meaningless in real terms.
http://whitehouse12.com/republican-party-platform/
Re: Financial topics
Political smoothing unless your a Naive firm chosen to have a happy accident we note. Regulations and laws are for cake eaters.
Laywers will tie it up for a decade.
As we mentioned the blue has the wheel we will see them eat themselves at there own dinnner table soon. Oh, also the M2 velocity thingy since blues just love ignoring there own projections as we note. Just insert the red if you wish since it matters not since we had our Noske phenomenon of design already for FUD. Aug 26, 2012 http://duckduckgo.com/Fear%2C_uncertainty_and_doubt
https://factreal.wordpress.com/2010/02/ ... ical-data/
They are both brain dead red and blue. We are tired of, but we voted against this or that.
They state and I quote. "Our goal is a tax system that is simple, transparent, flatter, and fair."
Total bullshit from red and blue. Federal Tax Rules: 72,536 Pages They all LIE.
A passing thought many ignore but we touched on here. The FED was indoctrinated on sharia acounting
and the Democrats are loaded with them now. Replublicans are a endangered species.
We posted the red playbook a few pages back. I see it, many do not.
http://generationaldynamics.com/forum/v ... ook#p15245
http://frontpagemag.com/2012/david-j-ru ... ee-speech/
Laywers will tie it up for a decade.
As we mentioned the blue has the wheel we will see them eat themselves at there own dinnner table soon. Oh, also the M2 velocity thingy since blues just love ignoring there own projections as we note. Just insert the red if you wish since it matters not since we had our Noske phenomenon of design already for FUD. Aug 26, 2012 http://duckduckgo.com/Fear%2C_uncertainty_and_doubt
https://factreal.wordpress.com/2010/02/ ... ical-data/
They are both brain dead red and blue. We are tired of, but we voted against this or that.
They state and I quote. "Our goal is a tax system that is simple, transparent, flatter, and fair."
Total bullshit from red and blue. Federal Tax Rules: 72,536 Pages They all LIE.
A passing thought many ignore but we touched on here. The FED was indoctrinated on sharia acounting
and the Democrats are loaded with them now. Replublicans are a endangered species.
We posted the red playbook a few pages back. I see it, many do not.
http://generationaldynamics.com/forum/v ... ook#p15245
http://frontpagemag.com/2012/david-j-ru ... ee-speech/
Re: Financial topics
Review http://www.scribd.com/doc/95493792/The-End-Game
They are eating there own as we noted. Over 7000 pages in just Dodd Frank alone. Voodoo cargo cults of witch hunts are so funtastic imploding banana
republics. Row well number 41.
They are eating there own as we noted. Over 7000 pages in just Dodd Frank alone. Voodoo cargo cults of witch hunts are so funtastic imploding banana
republics. Row well number 41.
Re: Financial topics
Democrats and Republicans both voted for the bankster bailouts. It was one of the few non-partisan issues in the last decade. And the drops in GDP plus tax breaks miscalled "stimulus" have literally broken the checkbook. There's a chart somewhere of actual components of the budget yoy, and it's easy to see the bits both sides want to grow.
Nearly all charts are done poorly because the people doing them are partisan. They'll leave off the notion of constant dollars, or they'll use the insane chained dollars (it should be worth this so we'll count it in the GDP as if it cost more - ghost money, IOW), or they'll fudge dates like crazy, or just ignore stuff like "emergency" appropriations bills and say "that's not part of the budget". Common examples of this include ignoring the fact that the first budget for any president takes effect in October of the year he is sworn into office. Prior to that, he can ask for additional appropriations bills, but can't change the budget for the year he takes office, because it was started in October of the year before. Everyone knows this, and how often do you see that reflected in partisan charts?
This graph is fairly interesting, and set up by percentages of the total spent.
http://www.npr.org/blogs/money/2012/05/ ... in-1-graph
It's fairly obvious from that what's growing, and apart from SS, which is different funding (as shown by any paycheck), it's medical backstops and the job programs + unemployment + disability.
So why does medical treatment in the US cost so much? If you look at this PDF, it's easily seen in the number of graduates.
https://www.aamc.org/download/153708/da ... to2012.pdf
Next question would obviously be, why we have not at least doubled the number of graduates in the last 30 years? That would certainly cut costs.
And buried deep within this article is a major reason why.
http://www.nytimes.com/2009/04/29/educa ... medus.html
Medical training in the United States has two components: medical school and residency, also known as graduate medical education. There are 130 accredited medical schools in the United States and 1,000 teaching hospitals to train residents. But the teaching hospitals are limited in the number of doctors they can train because the large majority of residencies are paid for by Medicare, the federally funded health insurance for people over the age of 65, and these slots have been frozen since 1997.
And I suppose we all remember the major stink over this and the AMA demanding more residencies and more admissions? The appearances before congress sounding the alarms, etc.? (sound of crickets - - -) Nope, me neither. The AMA was very slow to say anything about this issue.
The shortage of medical practicioners in the USA is PLANNED and INTENDED to keep prices high. I have even seen statements from state medical boards saying limiting medical graduates is a necessity to keep prices up - and I'm sure they got the message to STFU from on high very quickly. This was in reference to no admissions at all to state supported dental schools in KY some years back, and they quite bluntly said they had a target number of dentists in the population that would not be exceeded as this would tend to drive down prices.
Our medical schools and training need to be brought up to date with the modern era. This isn't 1850, when a country doctor could take on an apprentice and train him in how to use leeches. Why can't the residency requirement be modified to reflect changing times? This wasn't brought down from heaven on stone tablets!
Cutting the unemployment program during a recession is about as popular as beating dogs. The extensions are set to expire next year, so that'll drop hard, unless that meeting in December changes things again.
The simplest means of cutting SS is to revoke the automatic COLA and let things work themselves out for a while. I remember when adjustments to SS payments had to be debated on the floor of Congress, and they were interesting debates too. Automatic COLA probably wasn't a good idea. Neither is having Congress set the payments. If it was left to the SSA, they'd simply adjust payments based on what comes in to keep it solvent to the end of whatever length of time Congress would mandate, which would be remarkably unpopular (given payouts would be slowly dropping now, if they set it for that 50 year solvency everyone gets all worked up about), but would work just fine.
Best site I know of for keeping track of election polls is Tanebaum's site, http://www.electoral-vote.com
He has gotten pretty cynical about everyone lately, but his tracking is just on the polls, all the polls, and his site will do it with or without Fox News (Rasmussen) polls, your choice, depending on whether or not you think they are biased (they've come in over the last decade reliably with about 3% republican bias over the actual votes cast, so it's your call as to how much you trust Rasmussen after his performance this last decade - long article explaining this and what's going on there on the site).
I'm tired, server died this week and the engineer who was supposed to fix it didn't know how. It's trying leading someone by the hand when they are supposed to be the one telling you what to do, even though I had experience in this type of recovery and she didn't. Not one of my best weeks.
This will make a lot of people unhappy, Tabbi on the Romney years at Bain.
http://www.rollingstone.com/politics/ne ... l-20120829
Nearly all charts are done poorly because the people doing them are partisan. They'll leave off the notion of constant dollars, or they'll use the insane chained dollars (it should be worth this so we'll count it in the GDP as if it cost more - ghost money, IOW), or they'll fudge dates like crazy, or just ignore stuff like "emergency" appropriations bills and say "that's not part of the budget". Common examples of this include ignoring the fact that the first budget for any president takes effect in October of the year he is sworn into office. Prior to that, he can ask for additional appropriations bills, but can't change the budget for the year he takes office, because it was started in October of the year before. Everyone knows this, and how often do you see that reflected in partisan charts?
This graph is fairly interesting, and set up by percentages of the total spent.
http://www.npr.org/blogs/money/2012/05/ ... in-1-graph
It's fairly obvious from that what's growing, and apart from SS, which is different funding (as shown by any paycheck), it's medical backstops and the job programs + unemployment + disability.
So why does medical treatment in the US cost so much? If you look at this PDF, it's easily seen in the number of graduates.
https://www.aamc.org/download/153708/da ... to2012.pdf
Next question would obviously be, why we have not at least doubled the number of graduates in the last 30 years? That would certainly cut costs.
And buried deep within this article is a major reason why.
http://www.nytimes.com/2009/04/29/educa ... medus.html
Medical training in the United States has two components: medical school and residency, also known as graduate medical education. There are 130 accredited medical schools in the United States and 1,000 teaching hospitals to train residents. But the teaching hospitals are limited in the number of doctors they can train because the large majority of residencies are paid for by Medicare, the federally funded health insurance for people over the age of 65, and these slots have been frozen since 1997.
And I suppose we all remember the major stink over this and the AMA demanding more residencies and more admissions? The appearances before congress sounding the alarms, etc.? (sound of crickets - - -) Nope, me neither. The AMA was very slow to say anything about this issue.
The shortage of medical practicioners in the USA is PLANNED and INTENDED to keep prices high. I have even seen statements from state medical boards saying limiting medical graduates is a necessity to keep prices up - and I'm sure they got the message to STFU from on high very quickly. This was in reference to no admissions at all to state supported dental schools in KY some years back, and they quite bluntly said they had a target number of dentists in the population that would not be exceeded as this would tend to drive down prices.
Our medical schools and training need to be brought up to date with the modern era. This isn't 1850, when a country doctor could take on an apprentice and train him in how to use leeches. Why can't the residency requirement be modified to reflect changing times? This wasn't brought down from heaven on stone tablets!
Cutting the unemployment program during a recession is about as popular as beating dogs. The extensions are set to expire next year, so that'll drop hard, unless that meeting in December changes things again.
The simplest means of cutting SS is to revoke the automatic COLA and let things work themselves out for a while. I remember when adjustments to SS payments had to be debated on the floor of Congress, and they were interesting debates too. Automatic COLA probably wasn't a good idea. Neither is having Congress set the payments. If it was left to the SSA, they'd simply adjust payments based on what comes in to keep it solvent to the end of whatever length of time Congress would mandate, which would be remarkably unpopular (given payouts would be slowly dropping now, if they set it for that 50 year solvency everyone gets all worked up about), but would work just fine.
Best site I know of for keeping track of election polls is Tanebaum's site, http://www.electoral-vote.com
He has gotten pretty cynical about everyone lately, but his tracking is just on the polls, all the polls, and his site will do it with or without Fox News (Rasmussen) polls, your choice, depending on whether or not you think they are biased (they've come in over the last decade reliably with about 3% republican bias over the actual votes cast, so it's your call as to how much you trust Rasmussen after his performance this last decade - long article explaining this and what's going on there on the site).
I'm tired, server died this week and the engineer who was supposed to fix it didn't know how. It's trying leading someone by the hand when they are supposed to be the one telling you what to do, even though I had experience in this type of recovery and she didn't. Not one of my best weeks.
This will make a lot of people unhappy, Tabbi on the Romney years at Bain.
http://www.rollingstone.com/politics/ne ... l-20120829
Re: Financial topics
The shortage of medical practicioners in the USA is PLANNED and INTENDED to keep prices high.
Yes raise the price to fail them or relicense as reclassified.
Mine are in the process on how they study to classify trial drugs. It was not what I supposed in the new landscape.
I will in the future condense there findings. Basically protection barriers of cartel.
Yes thats why we have Licenses to grade and protect Cui bono.
They will do what ever it takes to avoid 6X PE
First blush for me as definded is the Forward Price to Earning Ratio, also known as the I/B/E/S 1-year Forecast or Forward Price to Earning Ratio is the price to earnings ratio of an individual stock or an aggregate statistic for a fund or index based on the predicted I/B/E/S (Institutional Brokers Estimate System) Earnings per Share growth rate. In other words, the P/E ratio of a stock measures what the market is currently willing to pay for each dollar of a company's estimated earnings. Of course other key audit elements also.
As conveyed: But it’s easy for the politicians to overstate how much they can change. The U.S. is moving ahead with tight oil production, and is going to do so no matter who is the president, because the economic incentives are just too powerful for anybody to stop it. 7 sisters 7 P's
I feel disconnects in mid stream are being unbraided for the base construct. Some find out soon enough the truth of matters when they pass there own normalcy bias. Pattern responses are just thin veils.
Yes raise the price to fail them or relicense as reclassified.
Mine are in the process on how they study to classify trial drugs. It was not what I supposed in the new landscape.
I will in the future condense there findings. Basically protection barriers of cartel.
Yes thats why we have Licenses to grade and protect Cui bono.
They will do what ever it takes to avoid 6X PE
First blush for me as definded is the Forward Price to Earning Ratio, also known as the I/B/E/S 1-year Forecast or Forward Price to Earning Ratio is the price to earnings ratio of an individual stock or an aggregate statistic for a fund or index based on the predicted I/B/E/S (Institutional Brokers Estimate System) Earnings per Share growth rate. In other words, the P/E ratio of a stock measures what the market is currently willing to pay for each dollar of a company's estimated earnings. Of course other key audit elements also.
As conveyed: But it’s easy for the politicians to overstate how much they can change. The U.S. is moving ahead with tight oil production, and is going to do so no matter who is the president, because the economic incentives are just too powerful for anybody to stop it. 7 sisters 7 P's
I feel disconnects in mid stream are being unbraided for the base construct. Some find out soon enough the truth of matters when they pass there own normalcy bias. Pattern responses are just thin veils.
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Last edited by aedens on Sun Sep 02, 2012 2:59 pm, edited 1 time in total.
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- Posts: 7999
- Joined: Wed Sep 24, 2008 11:28 pm
Re: Financial topics
What are the implications of this graph? I'm assuming Capex/Sales is being measured in percent so, for example, 15 on the graph means 15%. It looks like industries with low Capex are being rewarded in the market with a higher PE. Does that imply a "millk it for this quarter" mentality with a disregard for long term investment? Or does it mean that the market recognizes that industries where large capital investment are required are going to have a tough time going forward because they won't be able to recoup their investment?aedens wrote:I will check our beta to capex of ratio. They will do what ever it takes to avoid 6X PE
While the periphery breaks down rather slowly at first, the capital cities of the hegemon should collapse suddenly and violently.
Re: Financial topics
The chart above from tyler shows the relationship between the level of 2012 capex/sales and the P/E.
Analyst are like tow truck operators after the wreck. I find most are basically useless cargo cult mules.
When I see beta contruct move as much as I have you must look at them as they are, cheerfull or usefull
and the ordinary investors are just revenue streams. Before this train wreck of cargo cults how many
cared about net working cap. Only thing they can defer is ACRS and MACRS.
This mess is about a few with a nickel "who just may need it" in the desk drawer, from idiots who provide no value added reality
who want it. On relationship to beta I see at times a 9 percent float. It shows how pointless it is in plain
fact. The beast is simply mad, insane, pointless...emptor
Time value of money of the a Bank that did not invest or GM or Ford as we noted in the Forums.
It is a timeless pissing contest of who has political cover and sandbox idiots killing net working capital.
When who and not how is a issue to me it says decline and regulatory incompetance.
"Our goal is a tax system that is simple, transparent, flatter, and fair."
Total bullshit from red and blue. Federal Tax Rules: 72,536 Pages They all LIE.
Over 7000 new Dodd Frank smothering Business. It will kill us all.
Business will shed groups and sit tight on cash and just defer qoq margin to other
pop up zones. Ten or twenty million dollar pops up any plant any time any place.
We expect margin compression here, so we wait. The fed know capital
is not stock based investments qoq. Regulatory capture, so we wait.
Half the tax base from last shock not back to work, so we wait.
Some areas appear to be moving forward, so we wait. Stocks are for rent
and , so we wait. Who in there sound mind holds... so we wait.
Hyak was correct, seen and unseen. Margin will matter and they can debase
until hell freezes over. Attitude matters to conditions condusive of growth.
http://www.econlib.org/library/Essays/hykKnw1.html
http://www.scribd.com/doc/60553686/GAO- ... r_page_145
Cake eaters lost double digit from debasements and more to come.
http://seekingalpha.com/article/294882- ... nce-part-1
Who says it is in dollars......... They are very smug when SDR take over since the locals are to inept
to stop the debasement designs.
Analyst are like tow truck operators after the wreck. I find most are basically useless cargo cult mules.
When I see beta contruct move as much as I have you must look at them as they are, cheerfull or usefull
and the ordinary investors are just revenue streams. Before this train wreck of cargo cults how many
cared about net working cap. Only thing they can defer is ACRS and MACRS.
This mess is about a few with a nickel "who just may need it" in the desk drawer, from idiots who provide no value added reality
who want it. On relationship to beta I see at times a 9 percent float. It shows how pointless it is in plain
fact. The beast is simply mad, insane, pointless...emptor
Time value of money of the a Bank that did not invest or GM or Ford as we noted in the Forums.
It is a timeless pissing contest of who has political cover and sandbox idiots killing net working capital.
When who and not how is a issue to me it says decline and regulatory incompetance.
"Our goal is a tax system that is simple, transparent, flatter, and fair."
Total bullshit from red and blue. Federal Tax Rules: 72,536 Pages They all LIE.
Over 7000 new Dodd Frank smothering Business. It will kill us all.
Business will shed groups and sit tight on cash and just defer qoq margin to other
pop up zones. Ten or twenty million dollar pops up any plant any time any place.
We expect margin compression here, so we wait. The fed know capital
is not stock based investments qoq. Regulatory capture, so we wait.
Half the tax base from last shock not back to work, so we wait.
Some areas appear to be moving forward, so we wait. Stocks are for rent
and , so we wait. Who in there sound mind holds... so we wait.
Hyak was correct, seen and unseen. Margin will matter and they can debase
until hell freezes over. Attitude matters to conditions condusive of growth.
http://www.econlib.org/library/Essays/hykKnw1.html
http://www.scribd.com/doc/60553686/GAO- ... r_page_145
Cake eaters lost double digit from debasements and more to come.
http://seekingalpha.com/article/294882- ... nce-part-1
Who says it is in dollars......... They are very smug when SDR take over since the locals are to inept
to stop the debasement designs.
Last edited by aedens on Sun Sep 02, 2012 4:55 pm, edited 1 time in total.
Re: Financial topics
Why our government gets locked down with a certain set of congressmen that can't be changed.
Old, that was very interesting reality of fact. Given the CCP rolls over soon I mentioned they conveyed
the problem with Americans they are to stupid to leave when they should. I read a few reports
on there Meritocracy placements that are simple partizan disasters also. I guess the notion
of more like them does apply in a longer snapshot I do consider. I remember the plucked
syndrom report from the Right. Who, and not what you are was the telling demise.
http://soberlook.com/2012/08/boj-is-hel ... apans.html
http://www.youtube.com/watch?v=t6SmRz3y ... r_embedded red and blue put it to you....
Old, that was very interesting reality of fact. Given the CCP rolls over soon I mentioned they conveyed
the problem with Americans they are to stupid to leave when they should. I read a few reports
on there Meritocracy placements that are simple partizan disasters also. I guess the notion
of more like them does apply in a longer snapshot I do consider. I remember the plucked
syndrom report from the Right. Who, and not what you are was the telling demise.
http://soberlook.com/2012/08/boj-is-hel ... apans.html
http://www.youtube.com/watch?v=t6SmRz3y ... r_embedded red and blue put it to you....
Last edited by aedens on Mon Sep 03, 2012 1:46 am, edited 1 time in total.
-
- Posts: 7999
- Joined: Wed Sep 24, 2008 11:28 pm
Re: Financial topics
More George Gilder. This is good stuff, forgotten too easily.
http://www.inc.com/magazine/19840901/2691_pagen_3.html
http://www.inc.com/magazine/19840901/2691_pagen_3.html
The losses and "failures" of a start-up can most accurately be viewed as the costs of an experiment, the price of testing an entrepreneurial hypothesis. Karl Popper, the great philosopher of science, identified a valid scientific hypothesis chiefly by whether it is stated in a form in which it could possibly be disproven. If a theory -- such as that people born under the sign of Leo tend to be temperamental -- is so general and flexible that it cannot be proven wrong, then that theory is incapable of generating new knowledge, and is not scientific. It is a scientifically sterile proposition.
Failure plays the same role in economic progress that falsification does in the progress of scientific ideas. Every entrepreneurial venture is supremely specific and falsifiable and thus can contribute to economic advance, expanding the wealth of knowledge that fuels economic growth. Every new company or project embodies and tests a definite hypothesis about products or markets. Apple Computer Inc., for example, in early 1983 launched the Lisa computer at a price of nearly $10,000 (after an investment of almost $50 million), hypothesizing that sufficient numbers of people could be persuaded to pay that amount to acquire Lisa's integrated software and other features. This was an eminently falsifiable theory, and was soon proven false. The failure, however, yielded knowledge, and the knowledge another hypothesis: that enough people would pay onefourth the price of Lisa for the same technology, reembodied, with serious limitations, in a computer called Macintosh.
Meanwhile, at the same time that the Lisa hypothesis entered its testing ground, a proposition, utterly unentrepreneurial -- that is, with little chance to advance the course of human knowledge -- was making its way through Congress. This was a $3.6-billion jobs bill. Its terms ensured that jobs would be perceived as "created," regardless of their source, their long-term prospects, or what would have happened in the job market without the bill. Legislation like that, which is a typical outcome of bureaucratic thinking, is barren of experimental results. Called in philosophy a "performative utterance" -- for example, "Let there be jobs" -- it is a mere exercise of power.
While the periphery breaks down rather slowly at first, the capital cities of the hegemon should collapse suddenly and violently.
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